+555.0%
LITE vs MCHP
+13.5%
+541.5%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MCHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -1.1% | +12.1% | +11.8% |
| 7D | +12.6% | +2.8% | +9.9% | +10.3% |
| 30D | +9.9% | -12.8% | +22.8% | +21.9% |
| 3M | +9.3% | -19.2% | +28.5% | +27.7% |
| 6M | +75.2% | +14.5% | +60.7% | +62.4% |
| YTD | +165.5% | +17.1% | +148.4% | +140.8% |
| 1Y | +555.0% | +15.3% | +539.7% | +493.0% |
| All | +555.0% | +13.5% | +541.5% | +493.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MCHP.
Daily Out/Under-Performance
Portfolio return minus MCHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MCHP return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded MCHP wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling